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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,152 | $75,541-33.6% | $152,093-67.0% | $82,637-39.3% |
| Participation rate | 83.8% | 66.5%+17.2pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 14.83% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,241 | $2,622-52.7% | $4,175-70.3% | $2,552-51.4% |
| Participant deferral / active EE | $3,029 | $3,206-5.5% | $5,451-44.4% | $4,126-26.6% |
| Admin fee / account holder | $16,240 | $6,405+153.6% | $14,497+12.0% | $7,339+121.3% |